Whether you are employed, self-employed, a company director, single, married or have a family, you will have things that you will want to protect, should you be unable to work or worse, you pass away. Protect your family’s financial future and guard against business risk through personal and business protection insurance ranging from income protection to shareholder protection insurance.
Book a free consultation with an expert Protection Insurance Adviser today
- Call 0330 441 2244
- Email [email protected]
- Fill in our enquiry form
For more information visit TaxAssist Financial Services to read about the team and the personal protection and business protection solutions available.
Income Protection and Business Protection Solutions
Financial Planning by TaxAssist provides a range of solutions, including:
- Life Insurance: providing a tax-free lump sum in the event of death or terminal illness.
- Critical Illness: provides a lump sum of money to live on while you receive treatment for a serious illness.
- Income protection: provides a regular monthly income in the event of being sick or injured and unable to work.
- Family Income benefit: provides a regular income to your family in the event of your death.
- Life insurance for company directors: tax-efficient life insurance with the premiums payable by your limited company.
- Key person insurance: protect your business from the loss of a key person to your business
- Shareholder Protection: provides the remaining shareholders with enough funds to purchase the deceased owners share of the business from their estate.
- Executive Income Protection: pays a monthly benefit to the business which can be used to fund the employee’s sick pay.
- Group Life Insurance: (death in service) provides an employee with a tax-free lump sum for their family in the event of their death.
Why Choose Financial Planning by TaxAssist?
Very helpful!
I use TaxAssist Accountants and had emailed TaxAssist Financial Services asking for some help with my finances and also to help me find payment protection insurance. One of their advisors Simon Restieaux got in touch with me and was extremely helpful explaining it all to me, answering all of my (sometimes obscure and hypothetical) questions for literally about 2 hours on the phone until I was completely happy with everything. I'll definitely be contacting them again for help in future. Thank you Simon!
Name: Holly Smith
Location: Glasgow
Date: 15 April 2023
- Independent Protection Advisers: Their highly qualified advisers work to understand your circumstances and your business to provide personalised and tailored protection insurance recommendations.
- Free Initial Consultation: a free initial meeting to discuss your circumstances and needs
- Access to protection insurance from across the whole market: Financial Planning by TaxAssist has access to protection products across the whole market meaning we can provide the solution best suited to you and your needs.
- Tax Efficient: Speak with the team to see if they can assist you with tax-efficient life insurance.
Get in touch
Book your free consultation today:
- Call 0330 441 2244
- Complete the enquiry form
- Email [email protected]
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